Jane Capell - SFL
- Certified Financial Planner®
- Chartered Life Underwriter
Working with a financial planner helps to refocus what you have and where you want to go.
Key aspects of your financial well-being include matching your investments, savings and protection plans to your unique goals and risk tolerance.
First priority to each of my clients is to establish and maintain an open dialogue. Financial needs change as we evolve throughout our lives.
My purpose is to help my clients progress financially along the way. We work together to build wealth and secure a protection plan for the unexpected.
Planning, focus and commitment will help you enjoy today and build your future!
* Mutual Funds are distributed through Desjardins Financial Security Investments Inc.